Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,995 | $56,894-91.2% | $84,753-94.1% | $62,881-92.1% |
| Participation rate | 97.0% | 68.5%+28.4pp | 76.6%+20.4pp | 69.3%+27.7pp |
| Annual return | 0.92% | 6.30%-5.4pp | 22.78%-21.9pp | 20.14%-19.2pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,333-100.0% | $4,296-100.0% |